ROBO4Life

DESCRIPTION:


Robo4Life is a Term Life insurance Power Prospecting Tool for NEW Term Life business. The concept is to generate telephone calls/business via Direct Mail- customized letters or postcards. Robo4Life uses Direct Mail to reach out to prospects especially those on the Do-No-Call Registry. It is an automated software tool that resides on the Agent's PC. Prospect data with age/date of birth in addition to contact information is input for Robo4Life. Robo4Life generates letters or postcards with 10 or 15 or 20 or 30 year Term Life cost grid using Standard/Standard Select/Preferred/Preferred Elite packages. The print templates are in Excel and the Agent has the ability to add/change image(s), manipulate fonts/text/colors/alignment/etc. so increase the probability of the mail piece being read. The greatest rates in the world mean nothing if the piece of mail is not read. The output is a client specific and agency specific. The quotes are printed on the Agent's printer(s) or outsourced to a printer of variable data. Robo4Life is a stand-alone tool.

 

 

The Process:
The process is as follows.

  • Get leads from
  • An Alliance Audit,
  • Cole List,
  • Cole XDates,
  • Agents Direct Mail ( http://www.agentsdirectmail.com/home_leads.html )
  • Any source that gives the Age/Date of Birth in addition to contact information for mailing.
  • Scrub that list in Allstate’s DNS (Do Not Solicit) tool which marks “Current Client”, "Do No Call "and “Do Not Mail”.
  • Buy and download Robo4Life.
  • Install Robo4Life.
  • Match columns with our RoboWizard Tool.
  • Print postcards or letters on the Agent's printer or outsource to a printer who prints variable data.

If the Agent wants to outsource the printing, the ROBO-Agent CSV export option ($ 99.95 One Time Charge) software is needed, unless it is already licensed for RoboAgent or Re-Quotes).

 

Output:


Robo4Life comes with standard letter, 4X5 and 5X8 (printable area) print templates. Letters are structured to be folded in three and dropped in a windowed envelope.

 

Strategy:

Robo4Life4 generates volumes of quotes automatically so that the Agent can meet their
financial goals and receive bonuses.

 

Cost:

Robo4Life software license costs $ 199.95/year (telephone support and updates are included).

 

Requirements:

 

  • A PC with Windows operating system XP/Vista 32 or 64 bit/Windows7 32 or 64 bit.
  • Printer
  • .Net Framework 2.0
  • Robo4Life